Selection Page
The Selection Page is a powerful feature that allows you to filter data dynamically before opening a visualization. When opening a view, the parameters presented in the selection page are based on the fields from the data model; for dashboards, reports, and workbooks, however, the parameters in the Selection Page are based on the Global Parameters.
When to use the Selection Page
- Filtering data before loading: Focus on specific segments of large datasets before a visualization opens. This helps reduce unnecessary data and improve clarity.
- Improving performance: Reduce the amount of data loaded to speed up performance. This is especially useful when dealing with large datasets, as it allows visualizations to render faster and more efficiently.
- Customizing views: Generate tailored views for reports or dashboards that require specific subsets of data.
- Comparing data: Switch between different datasets or time periods without reopening multiple visualizations.
- Exploring with ad hoc filters: Apply different filters quickly during exploratory data analysis without altering the base visualization setup.
- Controlling access by user: Allow each user to apply their own filters so they only see the data relevant to their role.
How to use the Selection Page
When opening a visualization
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Open a visualization:
- Choose from the Views, Reports, Dashboards, or Workbooks tab, find your visualization, and click to open it.
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Display the Selection Page:
- If a selection page is set in the Properties dialog, it appears automatically when the visualization opens.
- It shows filter options based on the selection page configuration.
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Apply filters:
- Fields: Select fields to filter the data. Options may include date ranges, specific categories, or other parameters.
- Input Values: Enter values for each selected field. For example, if filtering by date, use the date picker to ensure the correct date format. A prompt may appear beside each input to guide you on acceptable values.
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Load the visualization:
- Click Confirm to apply the filters.
- The visualization loads based on your selected criteria.
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Adjust the filters (optional):
- If it does not meet your expectations or if you need different data, reopen the Selection Page using the filter icon or menu.
- Modify the filters and reload the visualization.
note
Fields with a gray background are required before filters can be applied.
After the visualization is opened
You can reopen the selection page to update filters:
- In the Toolbar panel, click the filtering icon, and choose Selection Page.
- Update the field values or operators.
- Click Apply to preview the filters or Confirm to update the dashboard.
Selection Page properties
| Property | Description |
|---|---|
| Selection Page | Select the Selection Page used for the visualization. Based on your choice, it displays the available fields for filtering. Choose Default only if you need to display all possible fields that belong to the data model and make a unique selection. In most cases, use a configured Selection Page for optimal filtering. |
| Show only the current view's fields | Display only the fields saved within the visualization and relevant to the current view. This option is only available for worksheets and charts. |
| Overwrite all existing filters | Override the saved filters with the values defined in the Selection Page dialog. |
| Parameters | Use parameters that can potentially filter the data to be displayed within the visualization. |
| Operators | Choose how to filter each parameter using operators such as: equal, not equal, greater than, greater than or equal, less than, less than or equal, contains, not contains, start with, end with, between, not between, in, not in, is null, is not null. |
| Prompts | Open a dialog to view available values for each parameter using the button next to each input. |
| Confirm | Apply the filters set in the Selection Page dialog and display the visualization accordingly. |